Truist Financial Corp Has $31.19 Million Stake in O'Reilly Automotive, Inc. $ORLY

Key Points

• Truist Financial Corp boosted its stake in O'Reilly Automotive by 7.1% in Q4 to 341,954 shares, valued at about $31.19 million.
• O'Reilly beat quarterly expectations with $0.72 EPS vs. $0.69 expected and $4.56 billion in revenue (up 10.2% year-over-year), and set FY2026 guidance of $3.15–$3.25 EPS.
• Analysts are generally positive, with a consensus rating of Moderate Buy and an average price target of $112; notable targets include $115 from Raymond James, $110 from Wells Fargo and $108 from JPMorgan after a cut.

Truist Financial Corp boosted its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 7.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 341,954 shares of the specialty retailer's stock after purchasing an additional 22,767 shares during the period. Truist Financial Corp's holdings in O'Reilly Automotive were worth $31,190,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of ORLY. Akre Capital Management LLC increased its holdings in O'Reilly Automotive by 989.3% in the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer's stock valued at $848,188,000 after purchasing an additional 8,546,804 shares during the period. Alphinity Investment Management Pty Ltd acquired a new stake in O'Reilly Automotive in the third quarter valued at $435,620,000. Rakuten Investment Management Inc. acquired a new stake in O'Reilly Automotive in the third quarter valued at $365,417,000. Ameriprise Financial Inc. increased its holdings in O'Reilly Automotive by 1,316.5% in the second quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer's stock valued at $272,871,000 after purchasing an additional 2,814,071 shares during the period. Finally, Raymond James Financial Inc. increased its holdings in O'Reilly Automotive by 1,277.3% in the second quarter. Raymond James Financial Inc. now owns 2,346,977 shares of the specialty retailer's stock valued at $211,533,000 after purchasing an additional 2,176,568 shares during the period. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms recently weighed in on ORLY. Royal Bank Of Canada restated an "outperform" rating on shares of O'Reilly Automotive in a report on Friday, April 24th. Weiss Ratings restated a "buy (b-)" rating on shares of O'Reilly Automotive in a report on Monday, April 27th. Wells Fargo & Company reaffirmed an "overweight" rating and set a $110.00 price target (up from $105.00) on shares of O'Reilly Automotive in a research report on Thursday, April 30th. Raymond James Financial reaffirmed an "outperform" rating and set a $115.00 price target on shares of O'Reilly Automotive in a research report on Friday. Finally, JPMorgan Chase & Co. cut their price target on shares of O'Reilly Automotive from $114.00 to $108.00 and set an "overweight" rating on the stock in a research report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $112.00.

O'Reilly Automotive Trading Up 1.1%

Shares of ORLY opened at $95.00 on Wednesday. The stock has a market capitalization of $79.49 billion, a P/E ratio of 31.05, a price-to-earnings-growth ratio of 2.08 and a beta of 0.58. The firm's fifty day simple moving average is $92.54 and its two-hundred day simple moving average is $94.80. O'Reilly Automotive, Inc. has a 12 month low of $86.77 and a 12 month high of $108.71.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, beating analysts' consensus estimates of $0.69 by $0.03. The business had revenue of $4.56 billion for the quarter, compared to analysts' expectations of $4.46 billion. O'Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The business's quarterly revenue was up 10.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $9.35 earnings per share. O'Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, research analysts predict that O'Reilly Automotive, Inc. will post 3.23 EPS for the current fiscal year.

O'Reilly Automotive Profile

O'Reilly Automotive, Inc is a leading retailer and distributor in the automotive aftermarket, supplying parts, tools, supplies and accessories for both professional service providers and do‑it‑yourself (DIY) customers. The company's product assortment covers replacement parts, maintenance items, performance parts, collision components and shop equipment, complemented by diagnostic tools, batteries, chemicals and consumables. O'Reilly serves customers through company-operated retail stores, commercial sales programs for repair shops and maintenance fleets, and digital channels that support parts lookup, ordering and fulfillment.

The company operates a broad supply chain that includes regional distribution centers to support rapid replenishment of store inventory and commercial deliveries.

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